See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,659 | $99,020-21.6% | $86,590-10.3% | $147,584-47.4% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 22.73% | 1312.34%-1289.6pp | 964.84%-942.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,041 | $3,132-66.8% | $2,839-63.3% | $4,876-78.7% |
| Participant deferral / active EE | $5,398 | $3,972+35.9% | $3,609+49.6% | $5,439-0.8% |
| Admin fee / account holder | $12,604 | $5,710+120.7% | $4,906+156.9% | $10,885+15.8% |